Financial Coach - Social Security Administration Counselor

Position: Financial Coach - Social Security Administration Benefits Counselor
Make an impact by joining Service Source, a champion for people with disabilities. Explore new opportunities! Service Source is an organization of talented people who drive innovation, embrace change, and strengthen communities.

Job Summary Work one-on-one with consumers, providing services to help them set financial goals, understand their social security disability benefits (if applicable), develop skills in asset building, banking, repairing or establishing credit, managing and decreasing debt, benefits screening/access, financial and (Social Security Administration) SSA work incentives counseling and planning.

Primary Duties Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. These duties and responsibilities will be rated on the Annual Performance Review.

Serve as a resource to all staff members, consumers and stakeholders. Complete financial health assessments with customers. Track and meet monthly and annual program service targets.

Conduct individual financial coaching on topics such as credit and debt management. Assist participants to develop a personal financial plan to meet their financial goals. savings, and budgeting. Assist and empower customer to identify and assess their personal financial needs

Provide, as applicable, individual SSA (Social Security Administration) benefits counseling and planning. Assist and empower customer to understand their SSA disability benefits and related

Ensure that all customer information is documented in the database(s) on a daily basis. Set aside time each day and week to ensure all data is current and complete. Develop and submit monthly progress reports, as directed.

Build relationships in the community to create opportunities for outreach and inform the community of services available.
* Manage and oversees a diverse caseload of Supported Employment participants and participant-employees, providing ongoing support and consultation to participants, employers, and community partners to promote successful employment outcomes, case management, workplace stability, and long-term career development
* Additional Responsibilities Participate in financial coaching training programs offered by stand By Me.Develop competency to deliver program related presentations, including but not limited to: program orientations, Mind Over Money and Social Security Benefits workshops.

Facilitate financial education workshops.

Facilitate Social Security Work Incentive education workshops.

Maintain follow-up contact on progress toward goals during coaching sessions.

Refer participants to community or financial agencies to obtain services outlined in financial plans.

Represent the Finance Ability Program in various community forums and conduct program presentations.

Contribute to the Rehab department outcomes including participation in team and staff meetings.

Perform other responsibilities as assigned.

Qualifications:

Education, Experience, and Certification(s)
Hold and maintain CWIC:
Certification required for Social Security Benefit Counseling.

Bachelor’s degree plus minimum two years of related job experience, associate degree plus minimum three years of related job experience, or minimum four years of related experience required

Experience working with adults with a wide range of disabilities required.

English/Spanish bilingual preferred.

Must pass a a credit check.

Ability to pass Social Security background check.

Ability to obtain Personal Financial Coaching Certification. Certified Work Incentives Counselor (or be in the process of obtaining certification).Valid driver’s license and/or access to reliable transportation to perform work-related travel required. Eligible drivers must have a good motor vehicle record (MVR).Knowledge, Skills, and Abilities Customer service skills.

Strong oral and written communication skills.

Proficient with Excel, Word and PowerPoint.

Demonstrated understanding of financial industry.

Demonstrated understanding of Social Security work incentives.

Flexible, open to change and enjoys mobility in the workplace.

Compassionate self-starter with the ability to work independently.

Strong interpersonal…